Clinked has recently released its latest integration for our customers: Adobe Sign. This blog article aims to take you through the feature, including the initial set-up and requesting and providing signatures.
What is Adobe Sign?
Adobe Sign, a product –unsurprising– created by Adobe Systems, improves the way in which your business can deliver documents, forms and payments to customers; as well as offering a highly secure, efficient and (importantly) legally binding method for gaining signatures from your clients and partners.
Users within your Clinked portal will be able to send, sign and automatically store files within your folders and groups; which will be just like before, but now there will be the added option to get e-signatures from the required individuals.
Take a look at the step-by-step process of how to request a document signature using Clinked’s brand new Adobe Sign integration:
Step 1: Activate Adobe Sign integration
Account administrators will find the Adobe Sign integration within their Account Settings. When the integration is switched on for the first time, you will be prompted to sign into your Adobe account in order to begin requesting signatures from users.
Step 2: Requesting a signature from an individual
After initially enabling the integration, you should navigate to the file that requires the signature and choose Signatures and Sign with Adobe Sign. You’ll need to enter the recipient's email and a message, and there are additional options of adding a password and reminder if you want.
Step 3: Requested individuals can sign your document
The recipient is going to receive the document through email, in order to have the ability to sign it. Once they open up the email, they can view the document and add a signature by either a) entering their name, b) drawing their signature, c) inserting an image, or d) signing from a mobile.
Step 4: View your signed document
In the final step, you need to head back into your portal to see a notification that the document has been successfully signed. And now, when you look under Signatures within your document/s, you'll see a clear confirmation that the recipient has provided their signature.
We hope this new integration makes your experience with Clinked an even better one. As always, if you have any questions, you can get in touch!
Clinked offers customized and secure portals for file sharing, task management and collaboration. Clients and team members can access their documents, discussions, events, tasks and more – all from within a centralized environment. Get started today.